Consultant Estate Planning Team
Current
The Estate Planning Team Founder Of The Deferred Sales Trust
May 2014 - Present
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Dan Maughan Email & Phone Number
Consultant at The Estate Planning Team Founder of the Deferred Sales Trust
at
The Estate Planning Team Founder of the Deferred Sales Trust
2 phones found
area 323
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
The Estate Planning Team Founder of the Deferred Sales Trust
Role
Consultant at The Estate Planning Team Founder of the Deferred Sales Trust
Location
Los Angeles, California, United States
Who is Dan Maughan? Overview
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Quick answer
Dan Maughan is listed as Consultant at The Estate Planning Team Founder of the Deferred Sales Trust at The Estate Planning Team Founder of the Deferred Sales Trust, based in Los Angeles, California, United States. AeroLeads shows phone signal with area code 323 and a matched LinkedIn profile for Dan Maughan.
Dan Maughan previously worked as Consultant Estate Planning Team at The Estate Planning Team Founder Of The Deferred Sales Trust and Investment Executive at Financial West Group. Dan Maughan holds B.S., Business from University Of California, Riverside.
Profile bio
About Dan Maughan
Estate Planning including the Tax Deferred sale of highly appreciated assets via the Deferred Sales Trust.
Listed skills include Investments, Asset Management, Finance, Wealth Management, and 22 others.
Current workplace
Dan Maughan's current company
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The Estate Planning Team Founder Of The Deferred Sales Trust
5 roles · 33 years
Dan Maughan work experience
A career timeline built from the work history available for this profile.
Investment Executive
My goal is to help my clients protect and grow their wealth through the use of time tested strategies.
May 2010 - Aug 2017
Feb 2002 - May 2010
Financial Consultant
built my practice through hard work and dedication to principles of good business.
1996 - 2000
~4 yrs
Admin Asst
1994 - 1996
~2 yrs
1 education record
Dan Maughan education
FAQ
Frequently asked questions about Dan Maughan
Quick answers generated from the profile data available on this page.
What company does Dan Maughan work for?
Dan Maughan works for The Estate Planning Team Founder of the Deferred Sales Trust.
What is Dan Maughan's role at The Estate Planning Team Founder of the Deferred Sales Trust?
Dan Maughan is listed as Consultant at The Estate Planning Team Founder of the Deferred Sales Trust at The Estate Planning Team Founder of the Deferred Sales Trust.
What is Dan Maughan's phone number?
AeroLeads has found 2 phone signal(s) with area code 323 for Dan Maughan at The Estate Planning Team Founder of the Deferred Sales Trust.
Where is Dan Maughan based?
Dan Maughan is based in Los Angeles, California, United States while working with The Estate Planning Team Founder of the Deferred Sales Trust.
What companies has Dan Maughan worked for?
Dan Maughan has worked for The Estate Planning Team Founder Of The Deferred Sales Trust, Financial West Group, Wedbush Morgan Securities, Merrill Lynch, and Soloman Smith Barney.
How can I contact Dan Maughan?
You can use AeroLeads to view verified contact signals for Dan Maughan at The Estate Planning Team Founder of the Deferred Sales Trust, including work email, phone, and LinkedIn data when available.
What schools did Dan Maughan attend?
Dan Maughan holds B.S., Business from University Of California, Riverside.
What skills is Dan Maughan known for?
Dan Maughan is listed with skills including Investments, Asset Management, Finance, Wealth Management, Private Equity, Portfolio Management, Due Diligence, and Equities.
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